In this compelling episode of RA Collective, host Charlie Van Derven welcomes Justin Stevens, co-founder of O’Keefe Stevens Advisory, based in Rochester, New York. Justin shares his unconventional journey into the financial services sector, starting from a pivotal internship that steered him away from pre-med to finance, inspired by a family friend’s recommendation. Their conversation dives deep into Justin’s early career experiences, working in a nurturing family-run business, and the invaluable mentorship that shaped his professional philosophy.

Justin details the deliberate and thoughtful process behind founding O’Keefe Stevens Advisory with his partner Peter, highlighting the importance of philosophical alignment, integrity, and client-first values in their move towards independence. Their discussion uncovers the strategic planning, challenges, and teamwork involved in transitioning to an independent firm, growing their assets under management from 135 million to 350 million, and the vision driving their future growth towards a billion in AUM.

Tune in for an inspiring exploration of building a successful financial advisory firm from scratch, the power of supportive partnerships, and the relentless pursuit of growth aligned with core values. Justin’s story is a testament to the transformative power of strategic planning, dedication, and the right team dynamics in the journey towards independence in the financial advisory world.

Disclaimer

This podcasts is for informational purposes only. O’Keefe Stevens Advisory is not providing any investment recommendations with the publishing of this podcast, and no firm performance data is included in this podcast.